Davidson Pert Financial Associates Ltd

Partner Practice of St. James's Place Wealth Management

Gerald Slora DipPFS, Certs CII (MP & ER),
Director & Financial Adviser

With over 18 years experience in the Financial Planning industry, Gerry has encountered most situations and markets. He believes that financial planning is a personal experience so trust and experience are essential. The company was built and developed with the client’s needs in mind and to ensure that they have access to all the information available to them.

Karolina Cichy DipPFS EFA Cert CII (MP),
Financial Adviser

Karolina joined Davidson Pert Financial Associates in 2017 after successfully graduating from the
St. James’s Place Academy and has worked closely with both Gerry Slora and Phil Cox. Karolina provides a personalised, holistic and comprehensive financial planning service to help individuals and businesses achieve their financial goals and she is qualified to advise in all areas of wealth management and mortgages. Her emphasis is to build a long-term relationship with clients and create a clear path toward a solid financial future.

By placing the clients’ needs at the heart of everything she does, Karolina is able to provide bespoke financial solutions to help individuals and businesses accomplish three major financial objectives:

  • Building and preserving capital
  • Managing cash and borrowings
  • Obtaining financial protection against risk
  • Karolina is also fluent in Spanish and Polish and is happy to conduct meetings in these languages if required.

    Theresa Blandford,
    Marketing Manager

    Elga Crump,
    Personal Assistant

    Elga has over 20 years experience within the Financial Services sector, and is responsible for the office administration.

    Laura Turner,
    Support Staff

    Along with the rest of the support team, Laura helps to ensure the smooth running of the Practice which encompasses all areas of business administration, including the processing of new business, compliance and dealing with existing and new clients on a daily basis.

    As an experienced administrator, Laura has worked closely with Phil Cox for over 10 years and is often the first point of contact for his clients’ day-to-day queries.